See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,187 | $99,032-69.5% | $80,019-62.3% | $135,375-77.7% |
| Participation rate | 82.6% | 78.4%+4.3pp | 75.8%+6.8pp | 82.6%0pp |
| Annual return | -5.03% | 15.39%-20.4pp | 11.22%-16.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,494 | $4,282-18.4% | $3,686-5.2% | $5,609-37.7% |
| Admin fee / account holder | $826 | $10,436-92.1% | $6,521-87.3% | $10,827-92.4% |